Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $59.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
660,206
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
342,794
shares
|
$7.36 Million
0.13% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
234,136
shares
|
$5.02 Million
0.22% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
202,758
shares
|
$4.35 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
170,421
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
149,942
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.24%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
110,955
shares
|
$2.38 Million
1.27% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
93,326
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
70,770
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
64,092
shares
|
$1.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
60,973
shares
|
$1.31 Million
0.91% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
43,703
shares
|
$937,866
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
36,751
shares
|
$788,676
0.0% of portfolio
|
Q2 2025
Added 88.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
36,114
shares
|
$775,006
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
35,839
shares
|
$769,104
0.0% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
32,401
shares
|
$695,325
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
31,325
shares
|
$672,234
0.0% of portfolio
|
Q2 2025
Added 1311.67%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
30,670
shares
|
$658,178
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
29,872
shares
|
$641,053
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
29,534
shares
|
$633,799
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,947
shares
|
$535,362
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,591
shares
|
$463,342
0.0% of portfolio
|
Q2 2025
Reduced 42.54%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
21,050
shares
|
$451,733
0.11% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,760
shares
|
$445,509
0.24% of portfolio
|
Q4 2024
Added 26.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
20,200
shares
|
$433,492
0.0% of portfolio
|
Q2 2025
Reduced 2.48%
|